Team Members: Setup and Permissions
Organize and manage your team of translators, project managers, marketers, and others for each of your projects.
You can invite new team members to your organization in your Team settings under Manage Organization.
Owners have unrestricted access to organization, billing, team settings, and Admin access on all projects. Member access is customizable; each Member can be provided specific permissions that can be applied to the organization, all projects, or individual projects.
Watch this short video to learn more.
Manage Your Team
Add Team Member
1. Select Add Team Member
You can invite new team members to the organization by clicking the Add Team Member button.
2. Add the new Team Member
- Enter their full name
- Enter their email address
- Select their role as Owner or Member (see below)
- Click Add team member to invite them to your team.
- An email invitation will be sent to them.
- They will need to click the link in the invitation email, so their email address can be confirmed.
Resend Invite
If one of your team members has yet to confirm their email address, you might want to click the Resend Invite button next to their name.
Update Team Member
At any time you can select the Manage Access button for a team member and modify their permissions. Choose the new permissions and select Save.
Remove Team Member
If you no longer need a specific team member in your organization, you can remove them by clicking the Remove member link at the bottom of the Access Permissions dialog for that member.
Search for a Team Member
You can use the search option to find a team member using their name or email address.
Roles
Understanding Roles & Permissions
A Team consists of Owners and Members with customizable access and permissions.
Owner - Owners have unrestricted access to organization, billing, team settings, and are Admin users on all projects.
Member - Member access is customizable; each member can be provided specific permissions that can be applied to the organization, all projects or individual projects.
Owner Role
Owners have all Organization Permissions and all Projects Permissions.
Member Role
Member users can have customized access and permissions. This allows you to specify specific permissions on a user basis.
Permissions
Organization Permissions
Organization Permissions are applied to the entire Organization.
| Permission | Description |
|---|---|
| Manage Organization | Manage the Organization or make any edits to Organization Settings. |
| View Team | All team members will have viewing rights to see who their team members are and their access permissions (Owner or Member). |
| Create projects | Add new Projects to the Organization. |
| Billing | Manage payment details, make subscription changes, and purchase credits for translation orders. |
Project Permissions
Project Permissions can be applied to all Projects or specific Projects in the Organization.
| Permissions by Role | Description |
|---|---|
| Admin | Admins have full project access including managing team members and project settings. They also have all project permissions for content approval, translations, translation orders, languages, and changes to the default language-switching widget. |
| Content Manager | Approve, block, and delete Phrases. Manage glossary terms. Create documents, emails, and subtitles. Import files. |
| Translation Manager | Add, edit, delete, and review translations in all languages or selected languages, and export files. |
| Translator | Add and edit translations in all languages or selected languages, and export files. |
| Permissions by Feature | Description |
|---|---|
| Phrase Keys | Edit phrase keys. (requires the Phrases permission) |
| Order | Place orders for professional translations with organization credits. |
| Languages | Enable and disable languages. |
| Task Manager | Create project tasks. |
| View | View projects and settings, without access to make changes. |
Updated 4 months ago